Advisory services

We provide a wide range of investment advisory services including the following:

Mandate writing

Suitable mandates that incorporate knowledge of the financial markets, risk tolerances, return requirements and liquidity requirements.

Mandate suitability analysis

Examine existing portfolios and their mandates, assess whether they are suitable and ensure the manager is working within the agreed parameters. We can work with the manager to implement a new mandate or to incorporate changes to the existing one.

Performance analysis

We look at the investment managers performance given the mandate, the benchmark in place and the performance of the underlying markets and can enquire into any inconsistencies.

Strategic asset and currency allocation

We advise allocations at an aggregate level and implementation through the investment managers.

Benchmarking

We discuss suitable benchmarks (both absolute and relative benchmarks) and implementation with the underlying managers.